-
PMO Efficiency - Workspaces and Automated Backups
When managing a PMO. is it considered a best practice to establish an individual workspace for each project? If this is advisable, is there a method for setting up an automated recurring backup for all projects without having to do them individually?
-
How do I auto populate subtasks dependent on a main ''Task Title'' selected from a drop down list?
Afternoon, Basically I have a smartsheet to track marketing tasks and subtasks. I have some tasks, where when selected I'd like a list of subtasks to auto populate on seperate rows underneath the main task (and indent as well if possible) I've tried using the INDEX (COLLECT) function where when a specific task is selected…
-
Copy specific cells to another sheet
Hi , Is it possible with automation function to copy specific cells from choice to another sheet with out copying the complete row with all columns For example To cop cells in column A, B and F to another sheet without copying middle cloumns D, E etc Thank you
-
Is there a way to group like or same project request forms?
Hello There! My team utilizes Smartsheet for streamlining engineering requests. Both customers and employees complete a form, which is then incorporated into our spreadsheet for task assignment. The form includes a section where users can input previous requests related to the same project, but this is often left blank due…
-
Search function in a form that searches the Data in the Smartsheet
New to Smartsheet. I have a form that collects information when we issue PPE to our employees. When the employee enters their employee number, I would like the form to search and display when sand if the employee has been issued PPE prior and when it was issued. This will allow us to request the old PPE (safety vests or…
-
problem with automation
I regularly get a mesage telling that I am missing a component for the automation to complete, and that I should contact Support for that. So here I am Thanks in advance for a fast reply
-
Is there any way for unlicensed users to generate docs when Upload Attachments is turned off?
For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, the Download option under Generate is the only method that works to get a document - and that is only available for licensed…
-
I have a single cell I want to auto-add the sum
I have a cell that is for quantity of material used. Say I put in 3000. Tomorrow I want to put 2000, instead of manually adding it together to get 5000, how can I make that cell auto-add to get 5000 and not have to add it manually together.
-
Automation for Date and/or Time Change
Hello, I have been struggling with an automation for notifying a group of people about changes in the date/time of appointments. I have doctors submit a form when a new patient consult is created which triggers an email to a group of people. I want an additional notification to go out if they change the date or time of the…
-
Automation copy row into the same file
I have a file that primarily receives information from a form. I'd like each time someone inputs a new item, two additional copies of the same line are generated. The first copy should change one value in the column labeled 'BAF' from 'Budget' to 'Actuals,' and the next row should change from 'Budget' to 'Forecast.' I'm…
